Form 5500 Search

KARPUS MANAGEMENT

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
13
Active participants
28,507
Total plan assets
$2.1B
Filings (rows)
13
Direct comp
$2.6M
Indirect comp
$0

SERVICES PROVIDED

Other11
Advisor / Consultant2

Top plans served

All 13 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
GOLUB CORPORATION
GOLUB CORPORATION EMPLOYEES RETIREMENT PLAN
SCHENECTADY, NY
Advisor / Consultant
INVESTMENT MANAGER
6,531$369.9M$520K
GOLUB CORPORATION
GOLUB CORPORATION EMPLOYEES RETIREMENT PLAN
SCHENECTADY, NY
Other
INVESMENT MANAGER
5,711$366.5M$583K
GOLUB CORPORATION
GOLUB CORPORATION EMPLOYEES RETIREMENT PLAN
SCHENECTADY, NY
Advisor / Consultant
INVESTMENT MANAGER
7,981$363.7M$535K
BOARD OF TRUSTEES MCASF LOCAL 725 PENSION TRUST FUND
MCASF LOCAL 725 PENSION PLAN
PEMBROKE PINES, FL
Other
NONE KNOWN
1,016$235.5M$188K
BOARD OF TRUSTEES MCASF LOCAL 725 PENSION TRUST FUND
MCASF LOCAL 725 PENSION PLAN
PEMBROKE PINES, FL
Other
NONE KNOWN
982$220.1M$196K
BOARD OF TRUSTEES MCASF LOCAL 725 PENSION TRUST FUND
MCASF LOCAL 725 PENSION PLAN
PEMBROKE PINES, FL
Other
NONE KNOWN
920$199.2M$200K
BOT BRICKLAYERS & ALLIED CRAFTWORKERS,L 2, ALBANY,NY PENS FD
BRICKLAYERS & ALLIED CRAFTWORKERS, LOC 2, ALBANY NY PENSION FUND
ALBANY, NY
Other
NONE
503$120.2M$39K
BOARD OF TRUSTEES MCASF LOCAL 725 DEFINED CONTRIBUTION RETIREMENT PLAN
MCASF LOCAL 725 DEFINED CONTRIBUTION RETIREMENT PLAN
PEMBROKE PINES, FL
Other
NONE KNOWN
841$71.9M$48K
BOARD OF TRUSTEES MCASF LOCAL 725 DEFINED CONTRIBUTION RETIREMENT PLAN
MCASF LOCAL 725 DEFINED CONTRIBUTION RETIREMENT PLAN
PEMBROKE PINES, FL
Other
NONE KNOWN
633$64.9M$48K
BOARD OF TRUSTEES MCASF LOCAL 725 DEFINED CONTRIBUTION RETIREMENT TRUS
MCASF LOCAL 725 DEFINED CONTRIBUTION RETIREMENT PLAN
PEMBROKE PINES, FL
Other
NONE KNOWN
599$57.0M$48K
BOARD OF TRUSTEES MCASF LOCAL 725 HEALTH AND WELFARE TRUST FUND
MCASF LOCAL 725 HEALTH AND WELFARE TRUST FUND
PEMBROKE PINES, FL
Other
NONE KNWON
966$26.3M$48K
BOARD OF TRUSTEES MCASF LOCAL 725 HEALTH AND WELFARE TRUST FUND
MCASF LOCAL 725 HEALTH AND WELFARE TRUST FUND
PEMBROKE PINES, FL
Other
NONE KNWON
940$24.5M$49K
BOARD OF TRUSTEES MCASF LOCAL 725 HEALTH AND WELFARE TRUST FUND
MCASF LOCAL 725 HEALTH AND WELFARE TRUST FUND
PEMBROKE PINES, FL
Other
NONE KNWON
884$22.2M$50K
KARPUS MANAGEMENT — Form 5500 Service Provider Profile | Form 5500 Search